Lisa
Heffley
Advantage Investment Management
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About this Advisor
Lisa Heffley is a chartered financial consultant working in Louisville, Kentucky with 2 years of industry experience. Heffley currently works for Advantage Investment Management. Heffley has gained experience at Securities Service Network, Securities America, Inc, Benchmark Investments, Inc and Advantage Investment Management. Heffley holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Kentucky and Pennsylvania. Advantage Investment Management is a firm based in Louisville, KY. It has a total of eight advisors. It oversees $137 million in assets under management between its 806 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 806 client accounts, 24% are held by high-net-worth individuals who have at least $1 million in assets. The business performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on the financial services provided. Fees charged by Advantage Investment Management likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advantage Investment Management Brokerage Details
$137,292,287
8
806
$170,338
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lisa Heffley Work History
Lisa has been registered as a financial advisor for 2 years.*
Benchmark Investments, Inc
Advantage Investment Management
Securities America, Inc
Securities Service Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lisa Heffley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advantage Investment Management
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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